I often hear people complain about their CRM software. Most of them claim that it does not help them interact with their customers. I was always skeptical about what they said, solely because I have seen people turn their businesses around using a CRM system.

I did some research and it didn’t take me long to find out why some people weren’t happy with their CRM software. The systems they opted for did not have sufficient capacity to meet the customer’s requirements. But it would be criminal to blame the software. Without a second thought, I would question buyers because they couldn’t select a CRM that works for them.

It’s a common problem all over the place. Most companies think that buying a CRM will guarantee them a circle of happy customers. The fact is that it does. But, it has to be the right one.

How do you know that the CRM you are choosing is the one you need?

Consider the following list; One tick on all 5 checkboxes will surely give you the CRM software of your dreams!

1. Customizable forms:

Are you going to annoy your customers or prospects with a flurry of feedback calls? That would be disastrous, right? Rather, offer them forms that they can fill out of their own free will. Don’t settle for generic forms that ask the same fruitless questions. When choosing a CRM software, make sure that it allows you to customize the forms.

In this way, you will be able to record specific data that can be used to better understand your customer base and meet their needs in an improved way.

2. Lead Assignment:

It’s a well-known fact that if you make it easy for your employees, they’ll be able to perform better and deliver more. A significant part of the job involves segregation and assignment of tasks. It can get complex at times, sucking up valuable energy and time from your employees. To avoid such situations, opt for a CRM that offers Lead Assignment.

Automatic lead assignment segregates leads as they arrive, assigns them to the right people, and tracks them. It saves a lot of organizational effort, helping your employees to focus only on the leads and nothing else.

3. Activity history:

Have you ever called people 4 or 5 times just to remind them of a deal? That happens to most of the companies that exist. And if you are met with a wave of insults, you probably deserve it!

Not knowing the progress with a particular track is disastrous. You have to know where you stand. But at the same time, it is very difficult to keep a check. That’s precisely why you need CRM software that records and displays the activity history of every lead.

Using the same, you will be able to be more precise with your communication and you will surely dodge some abuses before they are thrown at you!

4. Programming and Monitoring:

The ‘customer relationship’ is all about communication and interaction. You must schedule messages and reminders and keep track of all communications. If your CRM software does that, buy it in a heartbeat!

5. Reports and analysis:

‘In God we trust, everyone else must bring data!

Measuring your progress is the most powerful tool you need to know how well your business is doing. Reports and analytics say a lot about your position, reflect where you need to improve and highlight your strengths.

A client is satisfied only when he changes for the better, right? Quantify helps! Make sure the next CRM software you buy helps you with reporting and analytics.

5 ticks on the checklist and you’re done! You have bought yourself a CRM software that will not disappoint you.